Elmwood Wealth Management’s Air Products & Chemicals APD Stock Holding History

Elmwood Wealth Management’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-14	Closed	-$2.23K	–	256
2020 Q1	$2.23K	Buy	+14	New	+$3.19K	﹤0.01%	256
2019 Q1	–	Sell	-14	Closed	-$2K	–	279
2018 Q4	$2K	Hold	14	–	–	﹤0.01%	272
2018 Q3	$2.34K	Hold	14	–	–	﹤0.01%	258
2018 Q2	$2.18K	Hold	14	–	–	﹤0.01%	254
2018 Q1	$2.23K	Buy	+14	New	+$2.31K	﹤0.01%	256

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Elmwood Wealth Management's APD Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Air Products & Chemicals (APD) in Q2 2020, closing a stake of 14 shares — an estimated $2.23K sold.

Elmwood Wealth Management first reported a position in APD in Q1 2018 and held it in 5 quarters. The position peaked at $2.34K in Q3 2018. 1,248 funds tracked by Wall St. Rank hold APD as of Q2 2020.

Elmwood Wealth Management reported no remaining Air Products & Chemicals position as of Q2 2020 after selling out during the quarter.
Elmwood Wealth Management sold 14 Air Products & Chemicals shares in Q2 2020, an estimated $2.23K.
Elmwood Wealth Management first reported a position in Air Products & Chemicals in Q1 2018 and held it in 5 quarters.
Elmwood Wealth Management's Air Products & Chemicals position peaked at $2.34K in Q3 2018.
1,248 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.